Skip to main content
by learnformula
Explore courses
search
For Business
Team license & compliance management
For Higher Education
Academic partnerships
For Government Agencies
Government training solutions
For Instructors & Course Creators
Teach on our marketplace
Become a Sponsor
Reach professionals where they learn
Log inStart 7-Day Free TrialStart Free TrialStart Free Trial
search
Explore courses
  1. Courses
  2. /Tax
  3. /Income Tax *

Financial Arrangements for SMEs - Beware the Traps

Financial Arrangements in NZ: Rules, Examples, and Pitfalls

Created byTEO Training
BeginnerUpdated Jan 19, 2025

What You'll Learn

  • check_circleProcess with confidence SME financial statements and tax returns involving financial arrangements
  • check_circleAdvise SME clients on minimising financial arrangement tax compliance costs
  • check_circleRemember the key steps and choose the best options

About This Course

The FA regime represents one of the more unusual regimes in the NZ tax system. It can really trap you if you are not ready for it. In this webinar we will look at these rules as they apply to SMEs, using examples and walkthrough case studies.

Specific topics covered will include:

  • General rules
    • Overview
    • What is a FA
    • What is an excepted FA 
  • Cash basis holder
  • The BPA calculation
  • Deferred property settlements  
  • Debt remission/Bad Debts
  • Finance leases

This webinar series will be a mixture of reviewing the rules and walking through worked examples.

Suited to:

This course will be suited to foundation through to intermediate accountants, especially those in public practice and those employed by SMEs. It will also be useful for more senior accountants looking for a refresher on Financial Arrangements

Course Content

1 activity • 1 videos • duration: 1h 28m

  • videocamFinancial Arrangements for SMEs - Beware the traps
    Duration 88:40

Your Instructors

TEO Training

menu_book204 courses
star230 reviews

TEO Training provides practical learning experiences on primarily tax-related topics for accountants, lawyers and business advisors across New Zealand.

Mike Hadwin

Director, Symmetry Advisory

Mike is a regular presenter for TEO Training. You’ll learn from Mike’s 30-plus years of tax experience as a public Chartered Accountant (CA) and facilitator. His clear presentation style enables you to quickly understand and apply practical learning concepts to common situations you may face in your role.

Credit Information

Professional development requirements vary by profession, country, and regulatory body. Before enrolling, review the course details and confirm that the content, learning format, and any listed credits meet your specific requirements. You are responsible for confirming eligibility with your regulator or professional association and keeping the records required for reporting.

What Students Are Saying

0.0 out of 5
Student's Choice
0 reviews

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

You May Also Like

  • Ethics: Business Ethics

    2026 Ethics and Corporate Compliance

    starRated5.0out of 5,(601 reviews)
    2 CPD hrs
  • Finance: NASBA - Finance

    Sensitivity Analysis and Scenario Planning

    starRated5.0out of 5,(151 reviews)
    1.5 CPD hrs
  • Accounting & Tax: Technology for Accountants

    Claude Fundamentals for Accountants (2026 Update)

    starRated5.0out of 5,(682 reviews)
    2.5 CPD hrs